Week 12 Session: The Small-Account Survival Rulebook

A synthesis session: drafting time on the Personal Market Rulebook, working back through every instrument the semester covered rather than learning anything new.

What you’re given#

Every trade plan and calculation you’ve produced since Week 5: position sizing, margin and margin calls, futures margin, option payoffs, and the crypto comparison — plus the rulebook’s required elements from the assessment brief.

What you do#

Work instrument by instrument in reverse, from crypto back to the first stock order in Week 2, drafting a rule for each: whether and how you’d use it, and at what size. Check the rules against each other, not just each instrument on its own — an account-level risk cap has to hold even when more than one position is open at once. Draft at least one condition under which you’d stop trading altogether.

What you produce#

A working draft of the Personal Market Rulebook, with a rule for every instrument the course covered and at least one stop-trading condition written down.

Why it matters#

What leaves this session is a draft, not the final submission — the Rulebook itself is due at the end of the teaching period, and this is the only session built to give you time on it.